Insights Into Booking Holdings (BKNG) Q4: Wall Street Projections for Key Metrics

Core Viewpoint - Booking Holdings (BKNG) is expected to report quarterly earnings of $35.75 per share, an increase of 11.7$5.19 billion, reflecting an 8.6% increase compared to the previous year [1]. Earnings Estimates - Over the past 30 days, the consensus EPS estimate has been adjusted downward by 2.8%, indicating a reassessment by analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts estimate 'Revenues- Agency' at $1.94 billion, a decrease of 6$256.63 million, an increase of 3.9% year-over-year [5]. - 'Revenues- Merchant' is projected at $2.99 billion, reflecting a significant increase of 20.9$34.34 billion, up from $31.70 billion reported in the same quarter last year [6]. - 'Gross Bookings - Agency' is estimated at$12.11 billion, down from $13.30 billion in the previous year [6]. - 'Gross Bookings - Merchant' is expected to reach$22.28 billion, an increase from $18.40 billion reported last year [7]. Units Sold - 'Units Sold - Room Nights' are projected to be 249.35 million, up from 231 million in the same quarter last year [7]. - 'Units Sold - Airline Tickets' are expected to reach 12.36 million, compared to 9 million a year ago [8]. - 'Units Sold - Rental Car Days' is estimated at 17.98 million, an increase from 15 million in the previous year [8]. Stock Performance - Booking Holdings shares have increased by 3% over the past month, while the Zacks S&P 500 composite has risen by 4.9% [8].